Michael Grebb

Bobbing for Apple?  

Cord cutting, the streaming wars, content cost inflation, and advertising pressure continue to swirl under the weight of Wall Street stock declines that have put everyone in a bad mood. It’s not the kind of environment that typically lures rich retirees back into the stress-inducing pressure cooker of the modern content business. But on Sunday …

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The New (Fron)Tier  

Netflix this week finally pulled back the curtain on its previously announced plans to launch an ad-supported tier, and the details suggest that the streamer has opted to move fast. No dancing around the edges to iron out kinks and build the business slowly. First of all, Netflix has opted to get aggressive on price, …

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A UFC Knockout on Xumo  

The prevalence of unfilled ad time at FAST providers is remarkable. Those unfilled spans amount to dead airtime, with some spans going on so long that they hearken back to television’s early days when broadcasts would cease at midnight and give way to static. One particularly lengthy example caught our eye in August. The UFC …

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Shifting Sports  

It’s no secret that sports TV rights are slowly melting into the streaming universe as well-funded companies like Apple, Amazon, and Alphabet’s Google bid for everything from NFL’s Thursday Night Football to much larger prizes like the NFL Sunday Ticket package. But this week’s college football deal around the Big Ten illustrates why any migration …

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Comcast Q2 Earnings  

Comcast’s Q2 earnings report lays bare why well-diversified media companies tend to weather economic storms and business challenges better than others over the long term. Yes, Comcast’s stock ended Thursday down more than 9% and continued to decline into Friday morning. Yes, the company lost 497,000 video subs in the quarter, far worse than the …

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